Longboat Energy Share Discussion Threads

[arcteryx] 20/6/2024 10:55

I think people are seeing one of these rare opportunities where there is a massive disconnect between the share price and the potential and likely trajectory here, now that the company has made this important pivot and is fully focussing on where the value is

[stockhunters] 20/6/2024 10:51

Impressive just how few sellers there are but I guess no surprise given low market cap and also half the total buy volume the last few days has been TR1s

[jungmana] 20/6/2024 09:10

Had a small top up 23,477 there. At near 800k shares and still aiming for a million shares here.

[arcteryx] 20/6/2024 09:02

Interesrting to see E. Machnikowski increasing his stake on news of this pivot to SE Asia. He bought most of his initial stake in the 20s last year, and things are looking way better now

[jungmana] 20/6/2024 09:00

He should buy back in. The prospects here are better today than ever been with the DROs replacing the NS jv which imo was a heavy weight on our shoulders. Also more streamline company and experience BOD focused solely on Malaysia

[muffster] 20/6/2024 08:40

Still amazed at Bruce selling out at the lowest point, why. Bet he feels sick having seen it rise almost straight after

[stockhunters] 20/6/2024 08:34

Cool off period into CPR

I am sure market makers will be happy to soak up sells for TR1s

[arcteryx] 20/6/2024 07:09

Divmad - if in settings you choose Spanish (auto generated) you then get the option for more auto generated languages. The mention of M&A starts around 37 minutes into the vid

[divmad] 20/6/2024 06:20

How do you get to the auto-translate function please?

[arcteryx] 19/6/2024 20:27

Just got around to listening to the LBE video by the Spanish guy who has a youtube channel. A quite impressive, hastily put together 50 minute deep dive for the uninititated. Youtube's auto-translate to English renders it (just about) understandable, and it was interesting insofar as he mentioned he had "heard something" regarding a Malaysian ?acquistion? that was in the pipeline, that was not related to the DROs. Pretty vague, but interesting to see whether there turns out to be any merit in it.

[danmart2] 19/6/2024 20:06

The details of any farm out arrangements are key

[jungmana] 19/6/2024 18:29

They are sells and were responsible for the 9% drop this morning.All bought by 1pm and share price then bounced hard.Most likely we will go well over 20p tomorrow

[katsy] 19/6/2024 17:32

Two chunky trades reported late 1m and 880k both at 15p, possibly sells at that price

[arcteryx] 19/6/2024 17:19

Bit cheeky of JM to be doing a Director's share purchase when he knows the size and extent of the soon-to-be-confirmed DROs, and we don't. Or is this fair game?

[jungmana] 19/6/2024 16:54

Well done mate, I sold out of SOLG and bought more here this afternoon.

[stockhunters] 19/6/2024 16:37

cashandcard if anyone can tell me why upland is worth significantly more than LBE I am all ears or maybe that is the wrong way to look at it and they are both undervalued but one thing is for sure investors at upland still need clarification as to who actually owns the licence

LBE has moved up 100% I am sure a cool of phase will shake out the traders, slow and steady will be fine as more information on prospects get released to investors

[divmad] 19/6/2024 16:22

It's now become my largest position, through cap appreciation and a small top up this morning early doors.

[cashandcard] 19/6/2024 15:59

The best valuations are industry corporate/dealmaking. In the absence of that, industry benchmarking will highlight the glaring mismatches. This is worth what UPL is now maybe more, but its not reflected in the shareprice yet. Nextweek and by July, I think it will merit a greater valuation than even that. I look forward to the DRO details and analyst notes to come.Cash

[jungmana] 19/6/2024 15:56

Buy hold sit tight, from today this is my largest holding in my portfolio of 5 stocks.
Target 100p by Xmas

[stockhunters] 19/6/2024 15:04

Ezra Machnikowski with billions under management increased holding by another 1.4million shares also

4.4million shares added by sticky hands

I am sure they are not finished yet either if anyone is happy enough to give them shares

[ripvanwinkle3] 19/6/2024 14:25

Agreed. These big hitters are a great vote of confidence in this new direction, finally cutting the dead weight that had been dragging Longboat down for so long, and focusing fully on where the huge opportunity is. Bodes very well for the future I believe

[jungmana] 19/6/2024 14:11

Big hitters loading. Can't go wrong following them imo

[katsy] 19/6/2024 13:59

Another holdings RNS. Somebody added 1.4m or so to their existing holding.

[jungmana] 19/6/2024 13:54

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